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Customer Accounts
Customer Accounts provides the finance account view for customers. Use it to confirm the GL accounts, balances, and account relationships created for customer records.
Screenshot: Customer Accounts list view
Fields
| Field | Meaning |
|---|---|
| Customer | The customer linked to the finance account. |
| Account No | The GL or sub-ledger account number. |
| Company | The company that owns the account. |
| Currency | The account currency. |
| Status | Indicates whether the account is active. |
HowTo
- Open Finance.
- Select Partner Management.
- Open Customer Accounts.
- Filter by customer, company, account, or currency.
- Open an account to review its details or ledger activity.
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Partner Groups